Zachary Ciampa
Wincap Financial · Andover, Massachusetts
Zachary Ciampa is a fee-only financial advisor at Wincap Financial in Andover, Massachusetts, who holds the CFP and ChFC credentials. Wincap Financial reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Wincap Financial |
|---|---|
| Based in | Andover, Massachusetts |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $223.1M across 624 accounts |
| Credentials | CFP · ChFC |
| SEC registration | Investment adviser representative in MA · CRD 6553734 |
| Exams passed | Series 63 (2015) · Series 66 (2016) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | wincapfinancial.com |
How Zachary's firm compares
- Wincap Financial's average account is about $358,000, from its Form ADV (assets managed divided by 624 accounts).
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Questions about Zachary
Is Zachary Ciampa a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Zachary holds no broker registration, and Wincap Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Zachary charge for financial advice?
Zachary's firm, Wincap Financial, reports charging a percentage of assets on its SEC Form ADV.
Where is Zachary Ciampa based?
Zachary Ciampa is based in Andover, Massachusetts.
What credentials does Zachary Ciampa hold?
Zachary Ciampa holds the CFP and ChFC credentials.
Is Zachary Ciampa registered with the SEC?
Yes. Zachary Ciampa is registered as an investment adviser representative in MA (CRD 6553734), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Wincap Financial manage?
Wincap Financial reports $223.1M across 624 accounts in assets under management.
How do I contact Zachary Ciampa?
Through Zachary's website, wincapfinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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